Gladstone Institutional Advisory’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Gladstone Institutional Advisory’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$456K	Sell	4,509 -87	-2%	-$8.82K	0.01%	620
2026 Q1	$445K	Sell	4,596 -744	-14%	-$75.9K	0.02%	561
2025 Q4	$551K	Buy	5,340 +511	+11%	+$52.6K	0.02%	480
2025 Q3	$506K	Buy	4,829 +337	+8%	+$34.5K	0.02%	516
2025 Q2	$448K	Buy	4,492 +1,905	+74%	+$177K	0.02%	524
2025 Q1	$228K	Buy	+2,587	New	+$247K	0.01%	654
2020 Q1	–	Sell	-4,536	Closed	-$259K	–	298
2019 Q4	$259K	Sell	4,536 -680	-13%	-$37.7K	0.06%	216
2019 Q3	$283K	Sell	5,216 -432	-8%	-$23.7K	0.07%	217
2019 Q2	$307K	Buy	+5,648	New	+$300K	0.09%	197

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Gladstone Institutional Advisory's IYC Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares US Consumer Discretionary ETF (IYC) stake by 1.9% in Q2 2026, selling an estimated $8.82K and leaving 4,509 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #620.

Gladstone Institutional Advisory first reported a position in IYC in Q2 2019 and has held it in 9 quarters since. The position peaked at $551K in Q4 2025. 244 funds tracked by Wall St. Rank hold IYC as of Q2 2026.

Gladstone Institutional Advisory held 4,509 shares of iShares US Consumer Discretionary ETF worth $456K as of Q2 2026.
Gladstone Institutional Advisory sold 87 iShares US Consumer Discretionary ETF shares in Q2 2026, an estimated $8.82K.
iShares US Consumer Discretionary ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #620 holding.
Gladstone Institutional Advisory first reported a position in iShares US Consumer Discretionary ETF in Q2 2019 and has held it in 9 quarters since.
Gladstone Institutional Advisory's iShares US Consumer Discretionary ETF position peaked at $551K in Q4 2025.
244 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.